Assessment & Planning

We begin with a thorough assessment to understand your loved one's unique needs. We then develop a personalized care plan, tailored to address both immediate and long-term needs, ensuring a proactive and comprehensive approach to their care.

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The assessment and planning process includes...

• In-person evaluation covering all areas of life, including medical, functional, safety, nutritional, legal, financial, and social aspects.

• A detailed report outlining assessment findings and tailored recommendations to ensure alignment among all parties.

• Cognitive assessments to evaluate mental and cognitive functioning.

• Comprehensive home safety assessment with personalized recommendations to ensure the client’s environment meets their unique needs.

• Discussion of the client’s wishes for aging in place versus moving, with recommendations focused on the pros, cons, and financial considerations.

• Referrals to trusted community resources.

• Family meeting to create a collaborative action plan.

• Education on the benefits of ongoing care management, including continuous support through regular home visits, phone calls, video conferences, and email, along with crisis intervention as needed.